Preliminary Remarks

In this article, we go into important settings that must be made in the client before going live. These settings cannot be made in the contracting company, but must be made per client. These settings have no effect on the contracting company or other clients.

There is a corresponding entry in the knowledge base for each setting. These are linked below.

If you have not yet read the entry on the various settings in the contracting company and their effects on clients, you can open it via the following link: Settings in the contracting company and in the client

Settings in the Client

Payment service provider connection and settings for payment methods

In the menu item Settings > Financial > Payment Methods, a client-specific payment service provider can be connected to the Merchant Backend and settings can be made for the payment methods. Due to the fact that the settings in the client have no effect on other clients, a different PSP could theoretically be connected for each client, different payment types activated and a different process control configured.

Knowledge Base entries: Payment Methods

Invoice Settings

In the menu item Settings > Financial > Invoice Settings can be made individually for each client. This means that for each client, for example invoice templates can be created.

Knowledge Base entries: Invoice Settings

Accounting

In the menu item Products > Accounting, client-specific ledgers, cost centers and tax codes can be maintained.

Knowledge Base entry: Accounting

Terms and Conditions & Opt-Ins

The texts that are displayed to the customer can be maintained in the menu items Settings > Applications > Terms and Conditions/Opt-Ins. Only one variant of the texts can be active at any one time.

Both texts can be displayed and queried both during registration and during checkout. This must be explicitly activated in the corresponding menu items.

Knowledge Base entries: Terms and Conditions and Opt-in

During registration: The GTC and opt-in can be activated in the SSO menu item.

Knowledge Base entry: Settings and Account Connection

During the checkout: The opt-in can be activated in the menu item Checkout > Components > Contents. The GTC are always displayed in the checkout by default.

Knowledge Base entry: Payment Variants

4 - How do I maintain a GTC? What are the benefits of opt-ins?